Investment transitions coordinator (Sentinel)

The role

Investment transitions coordinators join a specialist division focused on consulting to clients on all aspects of investment operations, investment implementation and their governance. You will utilise your project management and problem solving skills to work with asset managers to devise and write the most suitable, cost effective, transition strategy for the clients’ investments.

Professional qualifications

All investment transitions coordinators complete the Investment Management Certificate and then elect to study towards becoming either an actuary or a Chartered Financial Analyst charterholder.

To become an actuary you need to complete a total of 15 exams and a paper. Core topics include statistical modelling, economics, financial and actuarial mathematics, together with the established areas of actuarial work in investment, finance and asset management, life assurance, general insurance, pensions and employee benefits. Exemptions from some examinations are possible depending on your degree course. It usually takes between three and six years to become qualified.

To become a charterholder of the CFA you’ll need to complete three exams covering topic areas including; economics, financial reporting, equity investments and more. It takes approximately three years to become a CFA charterholder.

The requirements

You’ll need a minimum of 320 UCAS obtained in three subjects including mathematics at a B grade or above and a 2.1 honours degree expected or obtained in a numerical or semi numerical degree discipline. Equivalent qualifications are accepted.